Getting Started - Using IVES
Once the IVES application and registration process are complete, your company is ready to begin taking advantage of the electronic delivery service offered under the IVES program.
Step 1: On line 5 (designation of a third party to whom the transcript is to be delivered) insert your company's name, address, facsimile number, and the delegate's user-ID for secure mailbox delivery. Any loan or order number that you wish to appear in the subject line of your mail delivery should be written on the top right hand corner of the Form 4506-T or Form 4506T-EZ. The taxpayer should only sign and date once the Form 4506-T or Form 4506T-EZ is completely filled out which would include line 5 information
Step 2: Fax the completed Form 4506-T or Form 4506T-EZ to your assigned RAIVS unit.
Austin RAIVS Team
Stop 6716 AUSC
Austin, TX 73301
Cincinnati RAIVS Team
PO Box 145500 Stop 2800F
Cincinnati, OH 45250
Fresno RAIVS Team
Fresno, CA 93888
Kansas City RAIVS Team
Stop 6705 S-2
Kansas City, MO 64999
Ogden RAIVS Team
P.O. Box 9941
Mail Stop 6734
Ogden, UT 84409
All faxes must be covered by a general fax cover sheet. IVES batches should be limited to 50 tax periods and have an additional IVES cover sheet for each batch. A template for an IVES cover sheet is available. Include on the batch sheet, the name of the IVES company, its address, telephone number, and fax number. Also, ensure the following identifying information is present on the cover sheet for each Form 4506-T or Form 4506T-EZ submitted: the taxpayer’s name, taxpayer identification number, tax year(s) requested, and tax form number. Requests submitted without a cover sheet, or an incomplete cover sheet may cause delays in processing.
Step 3: In approximately two business days, the delegate whose secure mail box identification was listed on the Form 4506-T or Form 4506T-EZ, should log on to his or her secure mailbox to retrieve the transcript. If delivery to the secure mailbox cannot be completed, the transcript(s) or reject will be delivered via facsimile to the delegate’s fax number
NOTE: Due to budget cuts we will continue to expedite IVES service and make every effort to handle requests as quickly as possible. However, participants may experience longer turnaround times.
Transcripts delivered to a secure mailbox will not be stored in the secure mailbox indefinitely. Read messages will be deleted three days after being read and unread messages will be deleted seven days after delivery. Users should read and delete e-mails received in their secure mailbox on a regular basis; failure to do so may cause the secure mailbox to reach its available online storage capacity, thereby preventing or delaying delivery.
Transcript requests will be processed by each RAIVS unit in the approximate order of their receipt.